Re-scheduling task on CRM
Hi everyone, We had a problem with our subscription to CRM, and got downgraded to Free edition. After solving the problem, and going back to Pro Edition, we found that we cannot longer re-schedule task reminders. We don't even have the reminder option when creating a task from the Activities panel, the option only shows up when creating the task from the Contact or Account panel. Please help as we have to create every task from scratch in order to not miss follow ups... G Kato
Cant access contacts and leads
Hello, I cant access to all contacts and leads in zoho whenever i searched any contact using search bar this message appears. The record(s) you are trying to access is not available. Following could be the reasons: You do not have permissions to access this record(s). The record(s) could have been deleted from Zoho CRM.
Contacts converted to Leads
There needs to be a way to convert 'Contacts' to 'Leads.' Sometimes a person who is a subordinate member of a firm leaves for another employer and consequently becomes a Lead.
Have different user versions
Is it possible to buy 5 professional users and 3 standar users in the same account?
trello/Slack Integration
Can anyone advise if there is an integration process to Trello and/or Slack ? Is there a way to accomplish this without using Zapier ?
Changing a roles profile
Currently one of my roles has a standard profile. I created a new profile and want to change that roles profile from standard to the new profile. I can't seem to see haw to do that.
Google AdWords - No option per user guide - Go to Setup > Apps & Add-ons > Google Apps > Google AdWords.
Hi, I am trying to append AdWords conversion to web form submissions, however per the guide below the option does not exist. https://www.zoho.com/crm/help/google-adwords/configure.html#Tracking_Code Step 1: Add tracking code in all the web pages. In this step, you add a tracking code in all the web pages in your website, ideally in some universal element like the footer of the page. This is required to keep track of the GCLID generated on clicking the advertisement. When a visitor clicks on your
Managing Workflows
Can somebody help as i am not getting much help from support or they don't understand what I'm asking I run a small business - there will only be 2 of 3 zoho users at present. However, we do need to be able to set up workflow processes for various of our services i.e. we want to set up a "job" and have a series of tasks within that job and preferably they will be automatically set i.e. once one "task" is complete the next "task" will appear based on a number of days after the first task is completed.
How do I send emails to all contacts in a certain account?
How do I send emails to all contacts in a certain account? For example if I have accounts A, B, and C. I want to send emails to all contacts in account A, but not B and C. thanks, Skip
Setting up individuals who are not members of companies
I;m doing a test setup of ZOHO, for a company where 95% of the clients are individuals, not companies. I need to take a contact list, and assign a task to be associated with a customer [in the contact list] and assign that task to another ZOHO user. When I create a task, I see no way of assigning to another user. Also the summary list of Activities does not show the contact name, only task title and date
Update email field
I would like to have the quote template use the email field of the salesperson not the current user. Any ideas on how I can make this happen. I believe I need to create a custom function, but I am not very good with doing that.
Deduplicate potentials
Hi, ¿How can I deduplicate potentials? I´m Admin / CEO / using the new professional edition. Regards!
What are Alerts system (hierarchy works) do you have ?
Automatically Sending emails, Sms , Customer leads Expired ..... etc
Guided selling with zoho crm?
i have couple of interns working in, and i want them to take an organized approach while selling. This is what i want-: 1. I will have 5-6 sales stages 2. Each stage will have pre-defined tasks 3. Whenever a lead gets converted into an opportunity and enter first sales stage, system should automatically assign all pre-defined tasks of that stage to lead owner 4. Lead owner should not be able to move the opportunity to next stage unless he finishes all the required tasks possible with zoho crm? how?
restrict delete
is there a way to prevent users from deleting leads or accounts? I dont mind making a dropdown saying ' please delete' but i dont see a option to stop users from deleting. Thanks
alert emails with updates
Can I send an email alert which identifies specific changes made to a project's custom field? The Feed does this but since the mobile app doesn't include a feed I need to get specific updates to people who are traveling.
Export Permissions
Hi, I'd like to be able to turn off export permissions for all users other than administrator Is that possible? Please note I'm no techy but may need a little help on a few things.. Thank Nick
I can't readd users to the crm
We deleted all the users. Then we were trying to readd users the get the add user link but when they click it it takes them to the free verion not the company account Why?
No new reports show up in "Source reports" for Dashboard
Hello, I am relatively new to Zoho CRM and trying to figure out my way around it. I need to create a new dashboard and I don't see any new reports when I am adding components. I have already created a new folder and added a report there, however no new reports are showing up in the "source report" pull down menu, only old one. Please help. My subsciprtion type is Professional and I don't have any add ons to Zoho CRM. Thank you!
closed and won or lost
My questions relate to potentials closed wone or lost. Is the only way to remove Potenials from the list to delete them? If I delete potentials they are removed from potentials so I have noticed, however are they saved anywhere for historical reference, Ps We do not use the quote section as that is handled on another system Please advise
Custom functions, allow jquery post to 3rd party ?
Hello All, I am new to Zoho CRM and i would like to send some data. E.g. When lead get save to update, i would like to transfer lead email address and lead status to my another application. I created REST API where i can post this. but i would like to know that does custom function allow me to use JQuery AJAX post function ? can anyone provide me sample?
CRM gets stuck in Safari under iOS
When I log into Zoho CRM from Safari on my iPhone with iOS 8.3 and also from an old iPad with iOS 5.1.1 it simply gets stuck saying 'please wait' eternally. However when I access from chrome on the same iPhone it works fine.
Adding Backdates
Hi, I have a new user that is coming in with existing data and some of them are from the past is their a way to add that past data into the CRM?
Not receiving emails from signup form
I created a zoho form for my website and have it here: http://lisalamagna.com/sign-up-newsletter/ However I have tested it and I do not receive any signup notification. Please help me understand the problem. Thank you.
restrict lead owner changes
Hi, is there a way to restrict a user from changing lead owners?
How to import and Export the data to our Software?
Detailed Explain you ...
How to integrate the call Data to CRM?
1. We have the tie up with Exotel (Like Toll free Service). How to integrate the call Data to CRM?
How to Integrate the call Data to CRM ?
We have the tie up with Exotel (Like Toll free Service). How to Integrate the call Data to CRM ?
How secure is zoho CRM
HI how can i prevent accessing CRM from outside of my company?? is there any possible way ? please help.
Can´t enable BCC Dropbox in Zoho CRM
I followed the instructions of this URL https://www.zoho.com/crm/help/bcc-dropbox.html however I can´t find the address of my BCC Dropbox as you can see on this picture https://www.dropbox.com/s/xhsylkxrpq1h9je/Screenshot%202015-07-22%2008.31.14.png?dl=0
Share Contacts within organisation
Hi, We are currently trialling the free version of CRM and have had a look at the forum to find a way to share contacts created by different levels but haven't found any info on this. We have three users: 1. Super admin 2. Manager admin 3. Manager standard Manager admin uploaded contacts from csv doc to CRM, super admin changed accessibility for Manager Standard to view contacts however this has not worked. When Manager Standard logs in, the contacts added do not appear in the contact list. Is there
Partner and Lead setup for mortgage
I am trying to determine if Zoho is the right solution for me. I am a mortgage branch manager and I would like to manage my referral partner list and leads they provide. The referral partners are the most important part. I need to schedule calls, visits and keep notes / ratings, etc. These are where my leads come from. Would they be considered Contacts or Accounts? Then I would like my leads to be managed separately and kinda go with my sales flow. Can i set it up where they can be assigned to a
Importing Accounts From Another CRM
I've started to import account from our Sugar crm into Zoho. but noticed that the business contact info was not going to be added. When I import this information will it create a contact for that account? if not any, suggestions on how to add the accounts and contact information? Thanks
How can I delete fields in modules Leads en Contacts?
Hello, I would like to delete some fields (fax, twitter, secondary email) in the modules "Leads" en "Contacts". I don't see any option for that in the menu configuration. Do someone can help me? Thanks.
Sales
Currently there is no section to allow users to put in sales number per account call or account visit. The only place the user can put it is in the noted section. Can you please add something in where each user can put in sales numbers per account visit?
I want to downgrade my account
Hi, I have a trial version with 13 days left. I want to downgrade the trial to professional because Im in enterprise now and I want to check the difference between them
Task - Response tree based on user role
Has anyone found a way to limit the choices in a particular single select field based on the ROLE of the user, not a dependency on another field? E.g. We have two user types: Sales, Admin. I want Sales folks to only see a call disposition relevant to their tasks rather than having to select a task type of "Sales" This is all about saving clicks. Thanks!
Does anyone have experience tracking attendance to events?
Our business hosts community events to generate leads. We have two issues we're solving for: Tracking the success of the events (attendance, conversion, etc.) Creating profiles for new leads Our workaround to date has been to track data on paper, digitize it, and then do an import function for the new leads. This creates multiple headaches Requires time and energy to get leads INTO Zoho rather than work them Associate events with all of our leads is an additional step after they're imported Creating
Can we edit Mandatory Field pick lists?
I want to change, for example, the drop down list in the Stage field in Potentials module. Is this possible?
Form Return URL
Hi there, We've set up a custom form so that users can subscribe to our newsletter. Is there a way to get a status message as to whether the form was successful or not? At the moment, I notice that the input element with the name returnURL specifies which page the form goes to after it has gone through. However is there an option to pass a URL if the form fails? Any help would be greatly appreciated. Many thanks
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